Creating Smart List Templates - Frequently asked questions
Discover how to create and use smart list templates in Zendesk. This page answers common questions and provides insights into optimizing your smart lists.
Frequently asked questions
How can I create a smart list template in Zendesk Sell?
Creating a smart list template in Zendesk Sell is a straightforward process. Admin users can create these templates to standardize and streamline sales pipeline management for all Sell users. To create a template, navigate to the Settings in Sell,…
Can I edit or delete a smart list template in Zendesk Sell?
Yes, admins can edit or delete smart list templates in Zendesk Sell. Editing a template won't affect existing smart lists created from it, only new ones. To edit a template, go to Settings, then Customize for Leads, Contacts, or Deals, and click…
How do I create a new smart list from a template in Zendesk Sell?
Creating a new smart list from a template in Zendesk Sell is easy and allows users to leverage pre-defined structures. To do this, open the Working Center and click Templates. Choose a template to view the working list for leads, contacts, or…
What are the benefits of using smart list templates in Zendesk Sell?
Smart list templates in Zendesk Sell offer a standardized way to manage sales pipelines, making it easier for teams to stay organized. By using templates, admins can ensure that all users have access to consistent and efficient methods for…
Why can't another admin user edit or create smart list templates in Zendesk Sell?
If another admin user is unable to edit or create smart list templates, it might be due to permission settings or a technical issue. Ensure that the user has the necessary admin permissions to access and modify templates. If permissions are…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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